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iShares Core MSCI EAFE ETF

1,581 hedge funds and large institutions have $83.3B invested in iShares Core MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 731 increasing their positions, 574 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 67

27% more repeat investments, than reductions

Existing positions increased: 731 | Existing positions reduced: 574

6% more capital invested

Capital invested by funds: $78.7B → $83.3B (+$4.64B)

3.39% more ownership

Funds ownership: 81.95%85.34% (+3.4%)

2% more funds holding

Funds holding: 1,5531,581 (+28)

0% more funds holding in top 10

Funds holding in top 10: 307307 (0)

63% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $26.4M

Holders
1,581
Holders Change
+28
Holders Change %
+1.8%
% of All Funds
24.82%
Holding in Top 10
307
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.82%
New
109
Increased
731
Reduced
574
Closed
67
Calls
$9.89M
Puts
$26.4M
Net Calls
-$16.5M
Net Calls Change
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
501
Topel & Distasi Wealth Management
California
$7.47M +$73.8K +1,088 +1%
EFL
502
ERn Financial LLC
Wisconsin
$7.45M +$99.1K +1,462 +1%
MG
503
Mather Group
Illinois
$7.45M -$56.8K -837 -0.8%
LWM
504
Liberty Wealth Management
California
$7.39M +$360K +5,312 +5%
Massachusetts Financial Services
505
Massachusetts Financial Services
Massachusetts
$7.35M +$7.39M +108,911 New
GH
506
Geisinger Health
Pennsylvania
$7.34M -$41.5M -612,342 -85%
RPC
507
Rossmore Private Capital
Connecticut
$7.26M -$39.8K -587 -0.5%
CM
508
Columbus Macro
Pennsylvania
$7.23M +$3.42M +50,424 +92%
FCH
509
Freestone Capital Holdings
Washington
$7.16M -$673K -9,930 -9%
TCA
510
Transcend Capital Advisors
New Jersey
$7.14M +$318K +4,696 +5%
CCB
511
Country Club Bank
Missouri
$7.12M -$255K -3,767 -3%
CIM
512
CIM Investment Management
Pennsylvania
$7.09M
ACM
513
Armbruster Capital Management
New York
$7.09M +$18.2K +268 +0.3%
WIM
514
Westside Investment Management
California
$7.08M -$796K -11,741 -10%
SSWM
515
Smith Salley Wealth Management
North Carolina
$7.05M +$454K +6,692 +7%
JHCP
516
Jackson Hole Capital Partners
Oklahoma
$6.94M -$243K -3,588 -3%
State of Tennessee, Department of Treasury
517
State of Tennessee, Department of Treasury
Tennessee
$6.88M
ECM
518
Evergreen Capital Management
Washington
$6.74M +$1.09M +16,111 +19%
HIM
519
Hanlon Investment Management
New Jersey
$6.72M +$4.91M +72,344 +266%
WPW
520
Waldron Private Wealth
Pennsylvania
$6.68M -$10.6M -156,640 -61%
IC
521
Iconiq Capital
California
$6.67M -$166K -2,446 -2%
MBT
522
Montecito Bank & Trust
California
$6.66M -$188K -2,772 -3%
PSCM
523
Per Stirling Capital Management
Texas
$6.66M -$2.12M -31,267 -24%
FAM
524
Family Asset Management
South Carolina
$6.61M +$422K +6,219 +7%
WFS
525
Widmann Financial Services
Maryland
$6.53M +$8.82K +130 +0.1%

IEFA Hedge Fund Activity: Q2 2023 in Review

1,581 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2023, worth a combined $83.3B — up 5.9% from $78.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IEFA positions and 67 closed out — a net gain of 42 holders — while 731 added to existing stakes and 574 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $1.46B. The largest seller was Bank of Montreal, cutting an estimated $325M.

  • 1,581 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2023, up from 1,553 in Q1 2023.
  • Funds reported $83.3B of iShares Core MSCI EAFE ETF stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 109 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2023 and 67 closed out, a net change of +42 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $1.46B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2023 was Bank of Montreal, an estimated $325M sold.

Based on aggregated 13F filings for Q2 2023.